eDiscovery & Information Governance Think Tank Robert F. Smallwood

About Institute for IG Dedicated to research & training in IG In house, live online, and recorded/on-demand IG training classes Certificate in IG Basics, IG Advanced Concepts & Best Practices www.IGTraining.com

“The first book to articulate a truly holistic approach to IG.” - Barclay Blair, IG Initiative “A comprehensive and authoritative resource.” - Robert Williams, Cohasset Associates

Information Governance The activities and technologies that organizations employ to maximize the value of their information while minimizing associated risks and costs. – IG Initiative .”   “Security, control, & optimization of information.” Source: EDRM.net

Information Governance The activities and technologies that organizations employ to maximize the value of their information while minimizing associated risks and costs. – IG Initiative .”   “Security, control, & optimization of information.” Source: EDRM.net

“Getting Your House in Order” INFORMATION GOVERNANCE “Getting Your House in Order” - Source: George Socha

IG: Focus on HIGH VALUE Info Approximately 25% of info stored in organizations has real business value 5 percent must be kept as business records About 1 percent retained for litigation hold 69% is costly junk! Source: OCEG

What Does Information Governance Do? An initiative focused on reducing data storage costs, organizing information, & aligning information management with information value:  Comply with global regulations  Implement value-based archiving & defensible disposal  Automate the Legal Holds (LHN) and eDiscovery process  Extend and automate retention management  Reduce or curb the cost of storage The End Result: Substantial cost reduction and avoidance Reduced business, litigation, and compliance risk Improved information quality Improved business insights by leveraging information

Defining Information Governance IG is a sort of “super discipline” Emerged as a result of new and tightened legislation governing businesses Also recognition that multiple overlapping disciplines were needed to address today’s information management challenges

Information Governance Corporate Governance Specificity Information Governance IT Governance Data Governance

Defining Information Governance IG includes key concepts from: corporate governance records management information security e-discovery litigation readiness content management IT and data governance data privacy risk management regulatory compliance digital preservation business intelligence and even KM…

What is ROT? Redundant, Outdated, or Trivial (ROT) information Log files, temp files, PST files, orphaned content, unknown content, illicit/unauthorized content

What is FACR? File Analysis, Classification, & Remediation software Can quickly scan files to determine file type, author, when last accessed, near-duplicates & more Assists in identifying targets for defensible deletion Some can even begin to insert metadata tags to assist in classification

96% People – Weakest Link? Training & Communications are Key! Awareness of types of threats - updates Consistent reinforcement of IG program principles

IG: Best Practices Executive Sponsorship Cross-functional approach Develop risk mitigation plan Small wins, show results Ongoing “evergreen” program

eDiscovery & Information Governance Think Tank Robert F. Smallwood